Offshore
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Dimitry Nakhla | Babylon Capital®
RT @qualityequities: Dev Kantesaria put it well: "Getting worked up over whether a stock trades at 26 or 29 times earnings is far less important than making sure you own the right business."
My takeaway: "Cheap" is expensive if the business sucks. "Expensive" is cheap if the business compounds. https://t.co/iUdixBLKaS
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RT @qualityequities: Dev Kantesaria put it well: "Getting worked up over whether a stock trades at 26 or 29 times earnings is far less important than making sure you own the right business."
My takeaway: "Cheap" is expensive if the business sucks. "Expensive" is cheap if the business compounds. https://t.co/iUdixBLKaS
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Offshore
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memenodes
men will live like this to save an extra $420 worth of crypto every month https://t.co/ch2zqGYrNw
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men will live like this to save an extra $420 worth of crypto every month https://t.co/ch2zqGYrNw
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Offshore
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Fiscal.ai
UiPath just delivered its first full year of positive GAAP operating income.
TTM Operating Margins:
Oct' 2021: -54%
Oct '2022: -34%
Oct' 2023: -19%
Oct' 2024: -13%
Oct' 2025: 1%
$PATH https://t.co/Pa3McqiWwb
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UiPath just delivered its first full year of positive GAAP operating income.
TTM Operating Margins:
Oct' 2021: -54%
Oct '2022: -34%
Oct' 2023: -19%
Oct' 2024: -13%
Oct' 2025: 1%
$PATH https://t.co/Pa3McqiWwb
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks With Estimated FCF CAGR >15% Over Next 3 Years 💸
1. $UBER +15%
2. $MA +16%
3. $META +17%
4. $MSFT +17%
5. $HWM +19%
6. $TDG +20%
7. $NFLX +24%
8. $GOOG +26%
9. $FICO +27%
10. $SNPS +32%
11. $NVDA +33%
12. $TSM +33%
13. $ASML +44%
14. $AMD +52%
15. $AMZN +71%
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15 Quality Stocks With Estimated FCF CAGR >15% Over Next 3 Years 💸
1. $UBER +15%
2. $MA +16%
3. $META +17%
4. $MSFT +17%
5. $HWM +19%
6. $TDG +20%
7. $NFLX +24%
8. $GOOG +26%
9. $FICO +27%
10. $SNPS +32%
11. $NVDA +33%
12. $TSM +33%
13. $ASML +44%
14. $AMD +52%
15. $AMZN +71%
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Offshore
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memenodes
Unpopular opinion
Crypto is better when it’s actual memes not ai/tech https://t.co/51yAkeXRFq
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Unpopular opinion
Crypto is better when it’s actual memes not ai/tech https://t.co/51yAkeXRFq
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Illiquid
Bros on X attacking Mamdani when they host podcasts, have a view on Venezuelan oil, sell “institutional grade” research, and are PMs in their bios. It’s all the same masculine energy.
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Bros on X attacking Mamdani when they host podcasts, have a view on Venezuelan oil, sell “institutional grade” research, and are PMs in their bios. It’s all the same masculine energy.
I was briefed this morning on the U.S. military capture of Venezuelan President Nicolás Maduro and his wife, as well as their planned imprisonment in federal custody here in New York City.
Unilaterally attacking a sovereign nation is an act of war and a violation of federal and international law.
This blatant pursuit of regime change doesn’t just affect those abroad, it directly impacts New Yorkers, including tens of thousands of Venezuelans who call this city home. My focus is their safety and the safety of every New Yorker, and my administration will continue to monitor the situation and issue relevant guidance. - Mayor Zohran Kwame Mamdanitweet
X (formerly Twitter)
Mayor Zohran Kwame Mamdani (@NYCMayor) on X
I was briefed this morning on the U.S. military capture of Venezuelan President Nicolás Maduro and his wife, as well as their planned imprisonment in federal custody here in New York City.
Unilaterally attacking a sovereign nation is an act of war and a…
Unilaterally attacking a sovereign nation is an act of war and a…